How we work
At an initial meeting, one of our specialists will gain a detailed picture of your circumstances, commitments and existing financial arrangements and objectives, from which to analyse the most appropriate options and alternatives for you.
Certain situations may necessitate a report which your advisor will prepare, setting out clearly our recommendations.
Any recommendations from our specialists will be truly independent - not influenced by financial incentive or tied to one product provider.
You are entirely free to choose which, if any, of our recommendations you want to proceed with.
At your request, and where necessary, we are also able to:
- review your finances regularly with you
- provide valuations automatically at agreed review points and upon request
- send you regular communications on financial planning opportunities.
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